See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $12,105 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,614 | $43,327-84.7% | $59,878-89.0% | $64,186-89.7% |
| Participation rate | 76.4% | 69.2%+7.2pp | 74.7%+1.7pp | 69.6%+6.8pp |
| Annual return | 5.69% | -1.55%+7.2pp | 3.46%+2.2pp | 7.63%-1.9pp |
| Employer contribution / active EE | $2,015 | $2,028-0.7% | $2,722-26.0% | $2,381-15.4% |
| Participant deferral / active EE | $595 | $2,546-76.6% | $3,402-82.5% | $3,470-82.8% |
| Admin fee / account holder | $31 | $3,005-99.0% | $3,590-99.1% | $4,888-99.4% |